Banking Consultant (Summer Temp)

To Apply

www.mymagnifi.org/careers

Your world in focus! Work with a welcoming and knowledgeable team at Magnifi Financial Credit Union to help you gain firsthand experience in the finance industry. In this position you can expect to increase knowledge of deposit compliance and industry regulations and gain a broad understanding of the organization and how service is our number one priority!

Through this temporary position, you will have the opportunity to:

• Assist our members with their banking needs.
• Respond to member requests, problems or complaints in person, on the phone and by e-mail.
• Use the sales process to identify and recommend Credit Union products and services to members based on financial need.
• Maintain a cash drawer.
• Create professional and lasting relationships with members of the banking industry.
• Participate in community related activities.
• Attend regular branch meetings.
• Attend training opportunities.
• Work on projects as assigned.
  
  

What will you learn from this experience? You will...

• Learn the Magnifi Financial member service standards and gain experience working with members in a professional environment in person and on the phone.
• Gain experience processing financial transactions accurately and efficiently.
• Learn the ins and outs of Magnifi Financial’s products and gain experience working with financial institution products and procedures.
• Gain experience maintaining a cash drawer.
• Learn about the Magnifi Financial sales process and gain experience selling and recommending products and services and making referrals to other departments.
• Learn about deposit accounts as well as deposit compliance and industry regulations, including but not limited to BSA, Reg D, Reg CC, etc. and gain experience applying these regulations.
  
  

Education And Experience

• High school diploma or equivalent or actively pursuing a high school diploma.
• Positive attitude.
• Communication and relationship building skills, including the ability to positively reflect Magnifi Financial’s image in the community and the marketplace.
• Ability to maintain confidentiality.
• Ability to work in a fast-paced environment with constantly changing priorities with minimal direction.
• Six months' customer service experience.
  
  

Schedule

• Summer 2025 (May/June – August). End date to be determined upon offer.
• 40 hours per week. Typically between 8 am and 5 pm; Monday through Thursday, with rotating weekends – Fridays until 6 pm and Saturdays 8 am to noon.
  
  

Salary Range

• $16.31 to $24.46 per hour.
• Salaries vary based on factors such as location, internal equity, skills, experience, education, and qualifications for the role.
  
  

Work Environment And Physical Requirements

Standing, sitting or walking for eight hours a day or more. Fine dexterity required to utilize computer keyboards. Visual skills required for computer monitors and related business equipment. May need to do occasional lifting (up to 50 pounds) during working hours and community events. Work is performed in an open office environment with moderate noise level (i.e. computers, telephones, printers, etc.). Occasional weekend or evening hours as needed. Occasional travel required. Magnifi Financial is a tobacco-free environment.

Reasonable accommodations may be made to enable team members with disabilities to perform the duties and responsibilities.

Acknowledgement

This Job Description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or Magnifi Financial may terminate employment at any time, for any reason.